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Wellspent public graph/Locations/United States/Hawaii
United States

Fee-only advisors in Hawaii

Fee-only advisors in Honolulu, Kailua and Kailua-Kona, plus 7 other cities.

By the numbers

The Wellspent public graph lists 61 fee-only financial advisors serving Hawaii at 34 firms, most in Honolulu, Kailua and Kailua-Kona. 36% hold the CFP certification. Of the 61 with fees on file, 98% charge percentage of assets.

Advisors listed
61
Firms
34
Cities
11
Hold the CFP
36%
  • Other credentials: CFA 10% · CPA 2% · EA 2%
  • How they charge (of 61 with fees on file): percentage of assets 98% · fixed fees 56% · hourly 46% · one-time planning fee 3%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Hawaii (61)

Fee-only advisors serving Hawaii: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Daniel Masuda Lehrman Masuda Lehrman Wealth Honolulu CFP, Certified Student Loan Professional Percentage of assets, One-time planning fee
Jennifer Macedo Front Street Financial Lahaina CFP Percentage of assets, Fixed fees
Monica Jennings Jennings Financial Planning, Inc Honolulu CFP, MBA Percentage of assets
Abel Soares Hui Malama Financial Advisors LLC Waianae CFP, CPA, PFS Percentage of assets, Hourly
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee
Jason Cutitta ToBA Financial Kaneohe CFP, EA Percentage of assets, Fixed fees
Christina Brown Andrews Advisory Associates Honolulu CFP Percentage of assets, Hourly
Scott Tonai Andrews Advisory Associates Honolulu CFP Percentage of assets, Hourly
David Bello BelloAdvisers Kailua CFP Percentage of assets
Greg Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
Ryan Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Tafiti Uso Pacific Wealth Partners Honolulu CFP Percentage of assets
Brett Bidwell C.M. Bidwell & Associates Honolulu CFP Percentage of assets
Lesley Brey LJ Brey Honolulu CFP, CFA Percentage of assets, Ongoing planning fee
Max Chun-Van Osdol C.M. Bidwell & Associates Honolulu CFP Percentage of assets
Jacob Simons The Rice Partnership Honolulu CFP Percentage of assets, Fixed fees
Jeffery Margolf Tangent Financial Honolulu CFA Percentage of assets, Hourly
Owen Lahr Andrews Advisory Associates Honolulu Not listed Percentage of assets, Hourly
Travis Tsukayama Andrews Advisory Associates Honolulu Not listed Percentage of assets, Hourly
David Hall Peak Planning Group Hilo Not listed Percentage of assets, Hourly
David Jacobs Pathfinder Financial Services Kailua CFP Percentage of assets, Fixed fees
Howard Haber Apollo Wealth Management Honolulu CFP Percentage of assets, Fixed fees
Niall Kilcommons C.M. Bidwell & Associates Honolulu CFA Percentage of assets
Robert Priske Robert Priske Honolulu Not listed Percentage of assets, Hourly
Bonnie Rice The Rice Partnership Honolulu ChFC Percentage of assets, Fixed fees
Bradley Totherow Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Brian Tokuuke The Rice Partnership Honolulu CFA Percentage of assets, Fixed fees
Gabriella Puaa Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Harlan Cadinha Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Harlan Cadinha Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Ji Mi Kim Pasadena Private Wealth Honolulu Not listed Percentage of assets, Hourly
Kaleialoha Cadinha-Pua'A Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Kawika Shoji Regency Capital Management Honolulu Not listed Percentage of assets
Michael D'Addario Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Robyn Macy Cadinha & Co Honolulu Not listed Percentage of assets, Hourly
Clinton Bidwell C.M. Bidwell & Associates Honolulu Not listed Percentage of assets
Cathy Tajiri The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Christian Dursteler The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Orest Saikevych The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Sarah Bredhoff The Rice Partnership Kahului, Maui Not listed Percentage of assets, Fixed fees
Katherine Jacobs Pathfinder Financial Services Kailua Not listed Percentage of assets, Fixed fees
Adam Vila Milestone Wealth Management & Insurance Honolulu CFP, ChFC Percentage of assets, Hourly
Joanna Amberger Continuum Advisory Honolulu CFP Percentage of assets, Hourly
Sheldon Shiira Financial Vision Advisory Services, LLC. Honolulu CFP Percentage of assets, Hourly
Todd Erskine Kokua Capital Management Honolulu CFP, CFA Percentage of assets
Adam Reugh ACP Investment Management Kailua-Kona Not listed Percentage of assets, Hourly
Andre Lister ACP Investment Management Kailua-Kona Not listed Percentage of assets, Hourly
Andrew Glatzel Seacap Advisors Honolulu Not listed Percentage of assets

Firms headquartered in Hawaii (30)